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nypensionplanner.com



                                   140 Broadway, 22nd Floor
                                  New York, New York 10005
            Vincent Lanzante                                     David Orsolino, CFP
            347.661.6234                                         212.701.7922
            vinexcel@msn.com                                     dorsolino@strategiesforwealth.com


             Things We Can Do To Help: 
              
              
              
              




•      Full Review of your Financial Options  
       deducted from your FDNY payroll 
               • ITHP Waiver                   • Roth IRA 
               • 50% Indicator                 • 529 Plan 
               • 457, 401(k), etc.             • Life Insurance 
                  
•      Pension Maximization 
               • Explanation of your current options  
               • Through our unique strategy, we can help to  
                  enhance your benefits after retirement 
                
•      Benefit/Retirement Planning  
               • By using our Possibility Identifier questionnaire,  
                  we can help create an individualized financial plan  
                  for each FDNY member 
                   
•      The Living Balance Sheet® 
               • The Living Balance Sheet’s® cutting edge technology gives  
                  you an up‐to‐date picture of your finances available online  
                  from anywhere with Internet access 

    Taking Your Pension To New Heights! 
David Orsolino is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services and advisory services offered through PAS, a registered broker/dealer and
investment advisor. Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Strategies for Wealth is not an
affiliate or subsidiary of PAS or Guardian. The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York,
NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International
copyright laws.                                                                                                              *Our service and process is complimentary.
© Copyright 2005-2009, The Guardian Life Insurance Company of America
Guardian, its subsidiaries, agents or employees do not give tax or legal advice.                                             There is no additional out of pocket cost.
PAS is a member of FINRA, SIPC.

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FDNY Financial planning

  • 1. nypensionplanner.com 140 Broadway, 22nd Floor New York, New York 10005 Vincent Lanzante David Orsolino, CFP 347.661.6234 212.701.7922 vinexcel@msn.com dorsolino@strategiesforwealth.com Things We Can Do To Help:          • Full Review of your Financial Options   deducted from your FDNY payroll    • ITHP Waiver  • Roth IRA    • 50% Indicator  • 529 Plan    • 457, 401(k), etc.  • Life Insurance      • Pension Maximization  • Explanation of your current options   • Through our unique strategy, we can help to   enhance your benefits after retirement    • Benefit/Retirement Planning   • By using our Possibility Identifier questionnaire,   we can help create an individualized financial plan   for each FDNY member    • The Living Balance Sheet®  • The Living Balance Sheet’s® cutting edge technology gives   you an up‐to‐date picture of your finances available online   from anywhere with Internet access  Taking Your Pension To New Heights!  David Orsolino is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian. The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws. *Our service and process is complimentary. © Copyright 2005-2009, The Guardian Life Insurance Company of America Guardian, its subsidiaries, agents or employees do not give tax or legal advice. There is no additional out of pocket cost. PAS is a member of FINRA, SIPC.